Salesforce integration with Salesforce
How to Invite users to specified CoDo journeys with new updates to Salesforce case statuses
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Invite users to specified CoDo journeys with new updates to Salesforce case statuses" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CoDo integrations
CoDo actions
Nekton can use any feature that is available in CoDo API.
Using our advanced AI, you can easily create custom automations for CoDo.
Here are some typical actions you can do in your automated workflows.
Invite User
This action is for inviting new users to the journey.
Complete Journey
Triggers when the user completes a journey.
Mark Done Step
Triggers when the user completes a step.
Get Journey List
Triggers when there's a new contact to assign to the list of journeys.
About CoDo
A training platform that turns repetitive, manual onboarding into automated, self-paced group journeys optimized for engagement, connection, retention, and scalability.